The HSBC–Sage X3 Integration automate and streamline financial processes, reduce manual errors, and enhance visibility into cash flow and banking transactions. It connects Sage X3 directly to HSBC, enabling secure, scheduled exchange of:• Supplier Payments (Outgoing)• Customer Receipts (Incoming) Daily synchronization of deposits, withdrawals from your HSBC account into Sage X3 is supported through CAMT.052… Read More »
In order to help the ERP user with the relevant information regarding the multiple project at the location that might be running , hold or may be finished but still has to be recorded or to be used to gather necessary information on future involvement with similar client or material/required/cost involved/person responsible/useful insights etc Sage… Read More »
Freight-outward is the shipping and handling cost incurred by a company for delivering finished goods to a customer. It is paid by the seller, not by the purchaser. So in Sage X3, seller mention freight charges in the Sales Invoices. Sometimes, Transporters generate bill multiple times against same Sales Invoice. So it was difficult to… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to send the Payment Voucher report as an attachment on posting the Payment entry to the respective supplier against whom the Payment entry has been created. So let’s see how we can create and configure an email. Step 1: Deploy… Read More »
In Sage X3, outgoing payments need to be applied against the relevant invoices to properly reflect the amounts payable to vendors or suppliers in general and on specific invoices. With the application of payments to supplier BP invoices it is important to note the three main areas of the process below: Enter payments – original… Read More »
Payment is the transfer of money or goods and services in exchange for a product or service. A payment can be made in the form of cash, check, credit card and debit card. Payments can be done against invoices that are generated from sales invoice or purchase invoice and Customer/Supplier BP invoice from the AP-AR… Read More »
In Sage X3, Users can create Payments based on Purchase invoices and can see specific data being flowed from invoice screens to the respective payment screens. But what if the user wants specific data to be flowed from Payment to the Journal entry during posting of the payment. In this blog, we’ll see how to… Read More »
On a regular basis, our customer’s bank account gets replenished with wire transfers from their customers, which have no references to invoices. Accounting practices and bank reconciliation call for entering the payments steps below as soon as they are received. STEP 1: Enter the wire transfer in the Payment/Receipt entry Navigate to All -> A/P-A/R… Read More »
The posting of the payment of invoices coming from the Purchase, Sales or AP-AR Accounting modules is the payments generation. When you enter a Supplier Invoice there a Pay Approval selection box on the Header of the record. Only when the Invoice is marked as “Authorized to Pay” can it be selected by the Payment… Read More »
Most of the clients has requirement to export their supplier payments which are created in Sage X3 so that they can upload the exported payment information on their bank site for making the bulk payments to their suppliers. So to achieve this we have developed a utility which will helps users to export the required… Read More »
